Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Clarity First: Purpose and Priorities

1,009 views

Published on

These are the materials for the webinar https://vimeo.com/277998247. Enjoy!

Published in: Business
  • Be the first to comment

Clarity First: Purpose and Priorities

  1. 1 Have you taken The Clarity Quiz? www.clarityfirstquiz.com
  2. Clarity First Summer Webinar Series 3 www.TKMG.com/webinars
  3. 4 Clarity: What it is Why you need it How to get it www.clarityfirstbook.com https://www.amazon.com/Clarity- First-Organizations-Outstanding- Performance/dp/1259837351
  4. 5
  5. Humility-Laced Comment and Questions 6 • Why do you think that is? • What happens when we…? • How do we know that? • Tell me more about that. • I don’t know….I’ll find out. • I’m curious to learn…
  6. 7 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING PURSING ORGANIZATIONAL CLARITY: THE FIVE P’S www.clarityfirstbook.com
  7. 8 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING THE FIVE P’S
  8. 9 WHY DO YOU DO WHAT YOU DO 9
  9. 10 Why does why matter?
  10. 11 Why does why matter?
  11. 12 “You do not invent a purpose; it already exists.” “…most companies…experience mission drift” — Robert Quinn and Anjan Thakor
  12. 13 From Clarity First, Karen Martin, 2018, p. 36
  13. 14 Purpose is emotional
  14. 15 Rediscovering Purpose What? What problem does it solve? Why solve this problem?
  15. 16 Rediscovering Purpose What? Why? Why?
  16. 17 Purpose ≠ Profit. Profit is a result of operating with clear purpose.
  17. 18 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING THE FIVE P’S
  18. 19 19 • A clear, focused, disciplined, and deeply engaging approach to • achieving measurable business goals that • enable the organization to realize its strategy and • stay true to its purpose. Strategy Deployment: Defined Also known as Hoshin Kanri and hoshin planning
  19. Strategy Deployment: Purpose & Benefits 20 • To align everyone in the organization from leaders to the frontlines • To galvanize and unify limited resources to achieve specific business objectives • To develop and deeply engage the workforce, and create commitment to a common direction • To get faster, better, and longer-lasting results • To maximize productivity and reduce the effects of task switching
  20. 21 Strategy Deployment requires a strategy to deploy.
  21. 22 Where do you want to play?
  22. Strategy Deployment = Problem Solving 23
  23. Define the Measurable Gap You Seek to Close 24 Where you are Where you’d like or need to be Problem = The Gap
  24. 25 LEVEL 3 SCORECARD
  25. Connecting Action with Purpose 26 Purpose •Why do you do what you do? Strategy •What do you want to be? Key Performance Indicators •How will you know if you’ve achieved your strategy? Priorities •What do you have to do to achieve your strategy? (This fiscal year) Key Performance Indicators •How will you know that you’ve achieved your priorities?
  26. Strategy Deployment Phases 27 Phase 1 Lay the foundation Phase 2 SD Plan development Phase 3 Manage the SD plan Phase 4 Execute the SD plan Set the foundation for SD • Clear purpose • Clear strategy • Level 3 KPIs (identify gaps) • Survey all extra effort • Narrow & prioritize • Play catchball • Finalize & socialize the plan • Make the plan visual • Check the plan frequently • Correct course and/or adjust as needed Get measurable results (close gaps)
  27. Task #1: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Task #2: Focus is essential. Round 1 – Task switching. Alternate between tasks: letter, number, letter, number, etc. Sentence: Numbers: The Productivity Loss with Task Switching Round 2 – No task switching. Write the full sentence and then the numbers. Sentence: Numbers:
  28. Strategy Deployment Plan Development Pre-work Gather lists of: • All active projects and initiatives • All stalled projects and initiatives • All planned projects and initiatives • All desired projects and initiatives • All “stealth/rogue” projects and initiatives 29
  29. 30 Must do Eliminate Maybe Delay 1. List what you could do Gain consensus 2. Categorize them Gain consensus 3. Decide what you will do Gain consensus Label Four Flip Chart Pages & Hang on Wall © 2017 The Karen Martin Group, Inc.
  30. Step 4 Create Action Plan for What You Will Do 31 Must do Eliminate Maybe Delay © 2017 The Karen Martin Group, Inc.
  31. Define the Measurable Gap You Seek to Close 32 Where you are Where you’d like or need to be Problem = The Gap
  32. 33 1. Increase sales 5%. 3. Achieve 10% profit. Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec IT Mktg Ops HR Bob Fin PE Pario COM Direct CDs / AMs PD Rec PD Mgmt BMD SWS 2 3,500 units sold by 12/31/2013 through all channels (approx. $700K) X X X X X X X X X X X X Bob Dana 2 3 3 3 2 3 3 1 1 3 3 1 3 11 Develop & deliver training to top 50 Dealers X X X X X X Bob Rex/Tim 3 3 3 21 Revised course materials by 6/30/2013 X X X Bob Josh R? 2 3 3 2 2 5 Education: 1 school district spec'd/underperforming COM distributor (25) by 12/31 valued at min $35K each X X X X X X X X X X X X Howard Michael S 1 3 2 3 3 8 10 new dealers on board (net) ($500K per dealer this year) X X X X X X X X X X X X Howard Mike B 2 3 9 5 new distributors bringing $200K annual rev (& 5 terminated) X X X X X X X X X X X X Howard Howard 1 1 1 2 3 17 10 projects spec'd by 12/31; $300K rev by 12/31 X X X X X X X X X X Howard Dana 1 3 3 3 29 20 by year-end X X X X X X X X X X X X Howard Mark H 2 3 3 3 32 TBD X X X Howard Howard 33 TBD X X X X X X X X X Howard Howard 10 Useful reporting and metrics are established and in place X X Jim Randall 3 1 1 1 1 1 1 30 TBD X X X X X Jim Josh 3 31 TBD X X X X X X Jim Josh 1 1 1 3 1 1 1 1 1 1 1 1 1 1 25 TBD Jim Shannon 3 3 1 1 1 1 1 26 System 7.0's in place X X X Jim Randall 3 2 1 2 1 15 100% accurate payroll; 100% management satisfaction at April mgmt. meeting X X X Josh Phyllis 1 3 20 Internet task list is simplified and streamlined for PDs then plan is rolled out to PDs X X X X Michael M Michael M 2 3 2 3 22 Design Calculator is updated successfully and rolled out X X X Neall Matt D 3 1 1 3 2 2 3 24 Competitive Analysis complete and distributed for use X X X Neall Dana 2 3 3 3 3 3 3 1 Design changed to solve delam issue long-term X X X X X Susan David R 3 2 3 12 30 parts sourced in U.S.; completed plan for managing China-sourced parts X X X X X X Susan Shannon 3 3 2 2 13 Warehouse laid out; kanban revised; Syspro implemented X X X Susan Shannon 3 14 Lay out complete; equipment installed X X X Susan David R 3 3 X = Planned 2013 Priorities 2013 Goals & Objectives 4. Improve morale (metric TBD). 2. Achieve 50% gross margin. Created: 01-14-13 Revised: Level of Effort/Involvement Required Priority Goal or Measurable Objective Exec Owner Plan review dates: Tactical Owner ● = Actual < Company Name > Contentremovedforconfidentiality Modified Strategy Deployment Annual Plan
  33. Catchball Gaining consensus and commitment to the plan 34
  34. Strategy Deployment: Key Features 35 • Alignment through linking business goals to strategy and purpose • Focus through narrowing and intense prioritization • Consensus through catchball • Disciplined execution through proper capacity planning, progress checks, and problem solving • Clarity of status through visual management • Certainty of results through ongoing measurement • Capability building and sustainability of results through robust problem solving
  35. Develop the Draft Strategy Deployment Plan 36 Date created: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec IT Mktg Ops HR CEO Fin PE QC COM AM PD JD BD SWS 1 2 3 3 3 2 3 3 1 1 3 3 1 3 2 2 3 3 1 3 3 3 2 3 3 2 2 4 1 3 1 2 3 3 3 5 2 3 2 6 1 1 1 2 3 7 1 3 3 3 8 2 1 9 3 2 10 2 1 3 3 3 13 3 1 1 2 1 1 1 14 2 3 15 1 1 1 3 1 1 1 1 1 1 1 1 1 1 2018 Hoshin Plan Client Name Level of Effort/Involvement RequiredStrategic Initiative (framed as problem to be solved) Notes Exec Owner ● = Actual CompletionX = Actual Start From/To Metrics % Complete Status (Red/Green) Plan Review Dates: Tactical Owner
  36. 37 www.clarityfirstbook.com What could you accomplish with greater clarity?

×